Creating sub-categories is a great way to separate your earning and spending into main groups. You can have up to three levels of categories!

In this user guide

Sub-categories and nesting overview

Sub-categories are really handy when you'd like to have a group of categories that are similar, nested under one main category.

For example:

Aleisha categorizes her home living transactions into four different categories - Rent, Electric, TV, and Internet. She wants to keep them separate to inspect them more carefully when she needs to, but to keep things tidy, Aleisha nests these four categories under a parent category, All Home Bills.

Home (parent)

Rent (sub)

Electric (sub)

TV (sub)

Internet (sub)

Creating sub-categories

You can create sub-categories in two different ways. By dragging and dropping a category under another, or by editing the settings for a category.